MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $265
5-Year: $464
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.63%    
30th
3-Year: 2.69%    
78th
5-Year: 5.24%    
48th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.6%    
59th
3-Year: -1.3%    
33th
5-Year: -2.75%    
10th
Show Details

MANAGEMENT

Fund Manager:
Name: Tugman
Since: 03/01/2009

PORTFOLIO

Show Details

RESOURCES

Contact Info:

n/a
800 525-3713

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2024.

Underlying data by Value Line